Anic Equity¶
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Total return since start: 0.625 %¶
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Equity now: -----------------------------> 49642.02 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45580.81 Kr¶
PnL: ---------------------------------------> 524.81 Kr¶
DD now: ---------------------------------> -6.548 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 16:21:51.406618'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.410000 | 1667.700000 | 198.700000 | 13.530000 | 1468.999998 |
| Sedana Medical | 93 | 3.910000 | 2669.100000 | 148.100000 | 5.870000 | 2521.000011 |
| Orrön Energy | 180 | 6.130000 | 2182.500000 | 139.500000 | 6.830000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.570000 | 996.000000 | 61.000000 | 6.520000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 4.700000 | 1015.200000 | 54.200000 | 5.640000 | 960.999996 |
| Catena | 2 | 4.230000 | 837.200000 | 45.200000 | 5.710000 | 792.000000 |
| Sagax B | 4 | 3.740000 | 899.200000 | 45.200000 | 5.290000 | 854.000000 |
| JM | 6 | 3.350000 | 907.200000 | 43.200000 | 5.000000 | 864.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 1.390000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Hexatronic Group | 12 | 3.250000 | 999.600000 | 32.600000 | 3.370000 | 966.999996 |
| BioGaia B | 8 | 1.970000 | 952.800000 | 22.800000 | 2.450000 | 930.000000 |
| VEF | 909 | 3.000000 | 1872.540000 | 22.540000 | 1.220000 | 1850.000436 |
| Byggmax Group | 33 | 1.660000 | 968.880000 | 12.880000 | 1.350000 | 956.000001 |
| Bilia A | 8 | 1.420000 | 912.800000 | 12.800000 | 1.420000 | 900.000000 |
| Gränges | 9 | 1.360000 | 940.500000 | 12.500000 | 1.350000 | 927.999999 |
| Biotage | 7 | 0.970000 | 952.000000 | 11.000000 | 1.170000 | 940.999997 |
| Clas Ohlson B | 12 | 0.990000 | 984.000000 | 11.000000 | 1.130000 | 972.999996 |
| OX2 | 13 | 1.380000 | 953.550000 | 3.550000 | 0.370000 | 949.999999 |
| HEXPOL B | 9 | -0.350000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| EQT | 4 | 0.820000 | 834.800000 | 2.800000 | 0.340000 | 832.000000 |
| AcadeMedia | 8 | 0.200000 | 401.600000 | -0.400000 | -0.100000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.040000 | 776.100000 | -2.900000 | -0.370000 | 779.000001 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 1.040000 | 953.400000 | -13.600000 | -1.410000 | 966.999999 |
| Addnode Group B | 11 | -0.180000 | 899.800000 | -21.200000 | -2.300000 | 921.000003 |
| SKF B | 5 | -1.720000 | 916.000000 | -24.000000 | -2.550000 | 940.000000 |
| Creaspac SPAC | 39 | -0.210000 | 3689.400000 | -28.600000 | -0.770000 | 3717.999987 |
| Hexagon B | 26 | 1.190000 | 3430.700000 | -30.300000 | -0.880000 | 3461.000010 |
| Indutrade | 5 | 2.020000 | 1184.500000 | -33.500000 | -2.750000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.770000 | 1050.000000 | -37.000000 | -3.400000 | 1087.000000 |
| Latour B | 4 | 0.100000 | 818.800000 | -38.200000 | -4.460000 | 857.000000 |
| INVISIO | 16 | 0.890000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -0.630000 | 1046.400000 | -62.600000 | -5.640000 | 1109.000001 |
| BHG Group | 97 | 1.790000 | 1379.340000 | -79.660000 | -5.460000 | 1458.999989 |
| TOTAL | 45580.810000 | 524.810000 | -6.54802% | 45056.000411 |
Updated:¶
'2023-07-04 16:22:08.663752'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
